Federal Reserve set to cut interest rates up to 100bps...
Key Takeaways The Federal Reserve is projected to reduce interest rates by up to 100 basis points through 2026 as inflation moderates and the labour market softens. Analyst models suggest...
Market Overview
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US Jobless Claims Rise to 235K in August 2025, Fed...
Key Takeaways US initial jobless claims rose to 235,000, exceeding expectations and signalling ongoing fragility in the labour market. The Federal Reserve may respond with a rate cut as early...
Howard Marks Warns 2025 Market Valuations Reach Dot-Com and Pre-2008...
Key Takeaways Equity valuations in 2025 have reached historically elevated levels, drawing comparisons to the dot-com bubble and pre-2008 crisis periods. Despite a shallow decline in global multiples, market fundamentals...
US-EU Unveil $1T Trade Deal Boosting Energy, AI, Defence with...
Key Takeaways The new US-EU trade agreement spans over $1 trillion in commitments, focusing on energy, AI, defence, and digital trade. Key energy terms include a $750 billion EU procurement...
Top 10% of US Stocks Hit Record 76% Market Cap...
Key Takeaways As of 2025, the largest 10% of US equities account for a record 76% of total market capitalisation—a level unseen even during prior historical peaks such as the...
Fed’s Schmid signals no rush on rate cuts as Fed...
Key Takeaways The Federal Reserve is maintaining a patient, data-dependent stance on interest rate policy, favouring stability over haste amidst lingering inflation risks. As of 21 August 2025, the effective...
US-EU Trade Deal Eliminates Tariffs on $250B Industrial Goods, Boosts...
Key Takeaways The EU has committed to eliminating tariffs on all US industrial goods, benefiting sectors such as machinery, chemicals, and electronics. Preferential access will be granted to a range...
Boeing $BA in talks to sell up to 500 planes...
Key Takeaways Boeing is in advanced negotiations to supply up to 500 aircraft to Chinese airlines, potentially reshaping its financial trajectory amid past delivery halts and trade tensions. China’s aviation...
Global Alcohol Consumption Declines 1% in 2024, Projected to Shrink...
Key Takeaways Alcohol consumption is undergoing a sustained global decline, driven by health concerns, demographic shifts, and evolving social norms. Generation Z and younger legal-drinking-age consumers are leading the moderation...
Median US Family Needs $17,670 More Annual Income in 2025...
Key Takeaways The median U.S. household now requires an additional $17,670 in annual income to afford a typical home with 20 percent down. Escalating home prices (up 42% since 2020)...
